See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,729 | $54,517-96.8% | $75,972-97.7% | $74,495-97.7% |
| Participation rate | 82.1% | 60.3%+21.8pp | 69.1%+13.1pp | 67.2%+14.9pp |
| Annual return | 47.07% | 31.82%+15.2pp | 359.55%-312.5pp | 1364.94%-1317.9pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,224 | $3,066-60.1% | $4,255-71.2% | $4,346-71.8% |
| Admin fee / account holder | $390 | $2,229-82.5% | $6,467-94.0% | $1,942-79.9% |